Carolinas Wealth Consulting LLC Reduced Holdings in Q4 2024

Carolinas Wealth Consulting LLC

  • $557 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-17.5K
- 55.09%
$406.35 - $454.46 $7.11M - $7.95M
14.3K $6.01M
AAPL
Apple Inc.

Technology
-31.8K
- 35.07%
$221.69 - $259.02 $7.05M - $8.24M
58.9K $14.7M
META
Meta Platforms, Inc.

Communication Services
-11.2K
- 74.42%
$554.08 - $632.68 $6.23M - $7.11M
3.86K $2.28M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-36.3K
- 19.57%
$105.45 - $117.99 $3.83M - $4.28M
149K $15.8M
GOOG
Alphabet Inc.

Communication Services
-20.6K
- 66.89%
$163.08 - $198.16 $3.35M - $4.07M
10.2K $1.94M
GOOGL
Alphabet Inc.

Communication Services
-18.9K
- 69.11%
$161.86 - $196.66 $3.06M - $3.72M
8.46K $1.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.9K
- 44.64%
$174.22 - $187.62 $2.08M - $2.24M
14.8K $2.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16K
- 98.73%
$126.68 - $134.74 $2.03M - $2.16M
205 $26K
VONV
Vanguard Russell 1000 Value Et

ETFs
-13.8K
- 4.93%
$80.87 - $87.69 $1.12M - $1.21M
266K $21.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.68K
- 0.41%
$74.5 - $78.37 $125K - $132K
405K $30.3M
VIG
Vanguard Dividend Appreciation

ETFs
-7.28K
- 7.98%
N/A
83.9K $15.3M
BAC
Bank Of America Corp

Financial Services
-33.1K
- 44.83%
$39.22 - $47.77 $1.3M - $1.58M
40.7K $1.79M
VEA
Vanguard Ftse Developed Market

ETFs
-11K
- 10.13%
$47.57 - $52.44 $525K - $578K
97.9K $4.68M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.32K
- 71.28%
$213.65 - $479.86 $709K - $1.59M
1.34K $539K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.45K
- 0.97%
$44.04 - $49.49 $64K - $71.9K
148K $6.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.49K
- 2.58%
$75.1 - $82.99 $112K - $124K
56.2K $4.25M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.91K
- 9.13%
$56.06 - $61.35 $443K - $485K
78.7K $4.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.31K
- 8.27%
$370.24 - $418.94 $1.97M - $2.22M
58.9K $23.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.02K
- 20.22%
$59.25 - $72.99 $179K - $220K
11.9K $711K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.15K
- 4.55%
$567.81 - $607.81 $652K - $698K
24.1K $14.1M
F
Ford Motor CO

Consumer Cyclical
-31.9K
- 52.27%
$9.69 - $11.4 $309K - $364K
29.2K $288K
DUK
Duke Energy Corp

Utilities
-942
- 3.08%
$105.76 - $120.76 $99.6K - $114K
29.7K $3.2M
ABBV
Abb Vie Inc.

Healthcare
-365
- 3.41%
$164.99 - $203.87 $60.2K - $74.4K
10.3K $1.84M
IBM
International Business Machines Corp

Technology
-1.06K
- 42.1%
$204.9 - $238.04 $217K - $252K
1.46K $319K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.17K
- 4.37%
$278.19 - $315.36 $324K - $368K
25.5K $7.35M
UNH
Unitedhealth Group Inc

Healthcare
-68
- 3.17%
$485.52 - $625.25 $33K - $42.5K
2.08K $1.05M
IWN
Ishares Russell2000 Val ETF

ETFs
-176
- 0.3%
$162.69 - $181.35 $28.6K - $31.9K
58K $9.52M
CVS
Cvs Health Corp

Healthcare
-48
- 0.56%
$43.78 - $67.46 $2.1K - $3.24K
8.52K $382K
PM
Philip Morris International Inc.

Consumer Defensive
-1.11K
- 10.49%
$118.38 - $133.06 $131K - $147K
9.44K $1.14M
IEFA
Ishares Tr

ETFs
-658
- 5.64%
$70.06 - $77.43 $46.1K - $50.9K
11K $773K
IXUS
Ishares Tr

ETFs
-214
- 1.17%
$65.95 - $72.56 $14.1K - $15.5K
18.1K $1.19M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.24K
- 31.63%
$53.38 - $60.64 $119K - $136K
4.84K $263K
SKY
Skyline Champion Corp

Consumer Cyclical
-1K
- 20.0%
$88.1 - $108.92 $88.1K - $109K
4K $352K
NUE
Nucor Corp

Basic Materials
-29
- 0.89%
$115.78 - $167.74 $3.36K - $4.86K
3.25K $378K
AMD
Advanced Micro Devices Inc

Technology
-528
- 54.32%
$118.88 - $172.8 $62.8K - $91.2K
444 $53K
ZTS
Zoetis Inc.

Healthcare
-515
- 91.64%
$162.24 - $194.42 $83.6K - $100K
47 $7K
CDW
Cdw Corp

Technology
-79
- 5.18%
$171.49 - $225.64 $13.5K - $17.8K
1.45K $251K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-273
- 1.3%
$143.69 - $159.92 $39.2K - $43.7K
20.7K $3M
DHR
Danaher Corp

Healthcare
-250
- 41.39%
$226.16 - $274.52 $56.5K - $68.6K
354 $81K
UBER
Uber Technologies, Inc

Technology
-1.08K
- 82.65%
$59.93 - $86.34 $64.8K - $93.3K
227 $13K
MELI
Mercadolibre Inc

Consumer Cyclical
-35
- 50.72%
$1666.0 - $2117.3 $58.3K - $74.1K
34 $57K
LEU
Centrus Energy Corp

Energy
-3K
- 30.0%
$55.8 - $109.53 $167K - $329K
7K $466K
CARR
Carrier Global Corp

Industrials
-273
- 5.63%
$66.69 - $82.65 $18.2K - $22.6K
4.58K $312K
XOM
Exxon Mobil Corp

Energy
-23
- 0.31%
$105.51 - $125.37 $2.43K - $2.88K
7.52K $808K
VZ
Verizon Communications Inc

Communication Services
-1.28K
- 25.8%
$39.6 - $45.21 $50.7K - $57.9K
3.68K $147K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-695
- 62.22%
$87.1 - $98.49 $60.5K - $68.5K
422 $36K
AMAT
Applied Materials Inc

Technology
-283
- 41.62%
$161.44 - $213.89 $45.7K - $60.5K
397 $64K
SLB
Schlumberger Limited

Energy
-1.68K
- 93.42%
$36.83 - $45.59 $61.7K - $76.4K
118 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-559
- 2.86%
$77.02 - $78.58 $43.1K - $43.9K
19K $1.47M
Activity Summary
Buys All Purchases 421 New Holdings 65 Increased Positions 356 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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